Jane Bodnar
Mendham,NJ
Summary
Efficient Administrative team member with strong history of providing clerical support and operational assistance.
Excellent communicator with self-motivated work ethic, and the ability to preform in independent or team environments.
Bringing solid expertise in coordinating documents, reports and records, handling correspondence and managing
deliveries. Skilled in oral and written communication, team leadership and relationship-building.
Overview
8
8
years of professional experience
Work History
Client Associate
UBS Financial Services
Warren, NJ
11.2019 - Current
- Created reports detailing client portfolios and performance metrics.
- Maintained client records by updating account information as needed.
- Provided support during client meetings, including taking notes and preparing presentations when necessary.
- Analyzed customer feedback surveys regarding product offerings or services provided by the firm.
- Attended industry events such as conferences or webinars in order to stay up-to-date on trends affecting the financial markets.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Answered customer questions to maintain high satisfaction levels.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Scheduled meetings, appointments and travel arrangements for staff members.
- Provided administrative support to senior management team.
Administrative Manager
Bodnar Enterprises
Mendham, NJ
01.2016 - 09.2018
- Developed and implemented administrative procedures to maximize efficiency.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Education
High School Diploma -
West Morris Mendham High School
Mendham, NJ06-1989
Skills
- Professional Demeanor
- Attention to Detail
- Time Management
- Teamwork and Collaboration
- Clerical Support
- Problem-solving abilities
- Financial Transactions
- Problem-Solving
Timeline
Client Associate
UBS Financial Services
11.2019 - Current
Administrative Manager
Bodnar Enterprises
01.2016 - 09.2018
High School Diploma -
West Morris Mendham High School